Winnell Douglas | Independent Financial Advice

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Home
About Us
Our Process
Our Proposition
Financial Solutions
News
Useful Links
Contact Us

Independent Financial Planning

Welcome to Winnell Douglas

Independent Financial Planning

Coronavirus

Further to the Government’s recent easing of restrictions, we would like to reassure all existing clients and potential clients that we are still adhering to socially distanced meetings, mask wearing (where preferred) and all other precautions to maintain the safety of our staff and clients for the foreseeable future.

We continue to invest in technology and systems to ensure that we have robust processes in place to cope with any extraordinary events such as this. Our staff have the ability to work from home, if required, and can remotely access our full systems within a secure IT environment.

We have taken a number of precautionary measures to minimize health risks to clients, colleagues and those around us, including limiting meetings and non-essential travel.

You can contact us if you have any queries, however the office will not be staffed full time, so please leave a telephone message or send an email and we will endeavour to respond as soon as possible. If the Government imposes compulsory movement restrictions, please contact us by email only.

As the outbreak continues to evolve, we continue to monitor and follow the Government guidelines closely.

With regards to your investment funds, the fund managers have confirmed that their systems are functioning normally, and most have the option for home-working via secure website portals. Whilst the markets were severely affected by the situation in March/April 2020 and volatility remains, the fund managers are doing their best to mitigate the effects. We have seen outstanding recoveries in our clients’ portfolios, illustrating the benefits of good diversification and professional fund management.
Best wishes,

The team at Winnell Douglas

Director: Alistair Douglas. Registered in England. Company Registration No. 4636867

Authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate taxation, trusts and some mortgages.

The information on this website should not be construed as advice.

Copyright © 2018 Winnell Douglas Ltd.